Pallas Capital Advisors LLC cut its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 6.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 82,361 shares of the company’s stock after selling 6,057 shares during the quarter. Pallas Capital Advisors LLC’s holdings in Johnson & Johnson were worth $17,045,000 at the end of the most recent reporting period.
Other large investors have also recently made changes to their positions in the company. SOA Wealth Advisors LLC. lifted its stake in Johnson & Johnson by 0.7% in the third quarter. SOA Wealth Advisors LLC. now owns 7,392 shares of the company’s stock worth $1,371,000 after acquiring an additional 53 shares during the last quarter. Ethos Financial Group LLC raised its holdings in shares of Johnson & Johnson by 0.6% in the 3rd quarter. Ethos Financial Group LLC now owns 9,110 shares of the company’s stock valued at $1,689,000 after purchasing an additional 53 shares in the last quarter. Pinnacle Holdings LLC raised its holdings in shares of Johnson & Johnson by 0.5% in the 3rd quarter. Pinnacle Holdings LLC now owns 11,214 shares of the company’s stock valued at $2,079,000 after purchasing an additional 54 shares in the last quarter. Bouchey Financial Group Ltd lifted its position in shares of Johnson & Johnson by 0.8% during the 3rd quarter. Bouchey Financial Group Ltd now owns 7,249 shares of the company’s stock worth $1,344,000 after purchasing an additional 54 shares during the last quarter. Finally, Boltwood Capital Management grew its stake in shares of Johnson & Johnson by 1.3% during the fourth quarter. Boltwood Capital Management now owns 4,263 shares of the company’s stock worth $882,000 after purchasing an additional 54 shares in the last quarter. 69.55% of the stock is currently owned by hedge funds and other institutional investors.
Johnson & Johnson Stock Performance
NYSE JNJ opened at $240.39 on Monday. The company has a fifty day moving average of $237.40 and a two-hundred day moving average of $210.94. The company has a market capitalization of $579.01 billion, a PE ratio of 21.75, a P/E/G ratio of 2.37 and a beta of 0.34. Johnson & Johnson has a 1 year low of $141.50 and a 1 year high of $251.71. The company has a debt-to-equity ratio of 0.48, a current ratio of 1.03 and a quick ratio of 0.77.
Johnson & Johnson Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 24th were given a dividend of $1.30 per share. The ex-dividend date of this dividend was Tuesday, February 24th. This represents a $5.20 annualized dividend and a yield of 2.2%. Johnson & Johnson’s payout ratio is 47.06%.
Insider Buying and Selling
In other Johnson & Johnson news, EVP Vanessa Broadhurst sold 6,197 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.39, for a total value of $1,508,287.83. Following the completion of the sale, the executive vice president owned 23,003 shares in the company, valued at approximately $5,598,700.17. The trade was a 21.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Timothy Schmid sold 1,322 shares of the stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $245.66, for a total value of $324,762.52. Following the completion of the sale, the executive vice president directly owned 25,447 shares of the company’s stock, valued at $6,251,310.02. The trade was a 4.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 30,142 shares of company stock valued at $7,360,528. 0.16% of the stock is owned by company insiders.
More Johnson & Johnson News
Here are the key news stories impacting Johnson & Johnson this week:
- Positive Sentiment: EMA/CHMP approved a Type II label variation allowing DARZALEX (daratumumab) subcutaneous injections to be administered by patients or trained caregivers (from dose five), covering all approved multiple myeloma indications — this is the first oncology injectable in Europe cleared for self/caregiver administration and should boost convenience, adherence and market penetration for a high‑margin oncology drug. Johnson & Johnson’s DARZALEX becomes first oncology injectable approved for administration by patients or caregivers J&J’s Darzalex nets first self-administered cancer injectable approval
- Positive Sentiment: Technical setup shows a bull‑flag breakout attempt supported by key moving averages, signaling improving demand and potential upside toward higher Fibonacci extension targets — technical momentum can attract short‑term buyers and algorithmic flows. Johnson & Johnson (JNJ) Price Forecast: Bull Flag Signals Strength
- Positive Sentiment: Analyst sentiment is improving: several Street price targets and fair‑value estimates have moved higher (some in the $250–$280 range) and Erste slightly raised FY2027 EPS assumptions — supportive for medium‑term price momentum and analyst‑led flows. How The Story Is Shifting For Johnson & Johnson (JNJ) As Analyst Targets Rise A Q2 2026 Playbook for Navigating Market Uncertainty (JNJ)
- Neutral Sentiment: J&J’s pipeline and oncology positioning continue to be highlighted by analysts and sector pieces — longer‑term growth upside exists from new launches and immuno‑oncology trends, but timing and commercial ramp remain uncertain. J&J’s Pipeline Surge Sets Up Stronger Growth From New Drugs in 2026
- Neutral Sentiment: Court/legal update: a large punitive damages award (~$950M) was overturned while a separate $16M talc verdict stands — this reduces headline legal overhang but some liabilities remain, so legal risk is diminished but not fully eliminated. Punitive damages award worth $950 million overturned against Johnson & Johnson (JNJ), $16M talc verdict stands
- Negative Sentiment: Near‑term revenue/earnings risks: analysts flag biosimilar pressure and loss‑of‑exclusivity for Stelara, and Street models foresee a possible single‑digit EPS decline in the upcoming quarter — these headwinds could limit upside until new drugs scale. Can New Drugs Drive J&J’s Innovative Medicine Despite Stelara LOE? What You Need To Know Ahead of Johnson & Johnson’s Earnings Release
Wall Street Analyst Weigh In
A number of research firms have weighed in on JNJ. Daiwa Securities Group raised their price target on Johnson & Johnson from $203.00 to $237.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson & Johnson in a research report on Wednesday, January 28th. BMO Capital Markets reissued an “outperform” rating on shares of Johnson & Johnson in a research report on Thursday, December 11th. Leerink Partners boosted their target price on Johnson & Johnson from $201.00 to $232.00 and gave the stock a “market perform” rating in a research note on Thursday, January 22nd. Finally, Freedom Capital downgraded Johnson & Johnson from a “strong-buy” rating to a “hold” rating in a report on Friday, January 16th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Johnson & Johnson has an average rating of “Moderate Buy” and a consensus price target of $236.91.
Check Out Our Latest Analysis on Johnson & Johnson
Johnson & Johnson Profile
Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.
The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.
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